Purchases and Sales Made in Q1 2022 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-597- 10.01% |
$35.3K - $43.6K
|
5.37K
$488K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-604- 3.89% |
$35.7K - $44.1K
|
14.9K
$1.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-624Closed |
$36.9K - $45.6K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-627- 0.61% |
$37.1K - $45.8K
|
102K
$9.22M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-633Closed |
$37.5K - $46.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-664- 10.19% |
$39.3K - $48.5K
|
5.85K
$531K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-681Closed |
$40.3K - $49.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-741Closed |
$43.8K - $54.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-758Closed |
$44.9K - $55.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-872- 2.27% |
$51.6K - $63.7K
|
37.5K
$3.41M
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-875Closed |
$51.8K - $63.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-890- 3.04% |
$52.7K - $65K
|
28.4K
$2.58M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-905- 2.27% |
$53.5K - $66.1K
|
38.9K
$3.54M
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
SELL
|
- |
-913- 2.05% |
$54K - $66.7K
|
43.7K
$3.97M
|
|
|
Apr 21, 2022
Q1 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-930- 11.26% |
$55K - $67.9K
|
7.33K
$666K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-967- 5.57% |
$57.2K - $70.6K
|
16.4K
$1.49M
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-968- 14.55% |
$57.3K - $70.7K
|
5.69K
$516K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 16.36% |
$59.6K - $73.6K
|
5.15K
$468K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 28.02% |
$61K - $75.3K
|
2.65K
$241K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.08K- 9.19% |
$64K - $78.9K
|
10.7K
$970K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 7.61% |
$64.3K - $79.4K
|
13.2K
$1.2M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.09K- 10.64% |
$64.4K - $79.5K
|
9.14K
$830K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.11KClosed |
$65.4K - $80.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.12KClosed |
$66.4K - $81.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.14KClosed |
$67.2K - $82.9K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.15K- 5.99% |
$68K - $84K
|
18.1K
$1.64M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.25KClosed |
$74.1K - $91.5K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.28K- 6.56% |
$75.4K - $93.1K
|
18.2K
$1.65M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.32K- 6.22% |
$77.9K - $96.1K
|
19.8K
$1.8M
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.32K- 0.32% |
$78.1K - $96.4K
|
405K
$36.8M
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
SELL
|
- |
-1.35K- 12.18% |
$79.6K - $98.2K
|
9.7K
$881K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.35K- 12.81% |
$79.7K - $98.4K
|
9.17K
$833K
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.36K- 2.53% |
$80.6K - $99.5K
|
52.6K
$4.77M
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.37K- 8.6% |
$81K - $100K
|
14.6K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.42K- 4.31% |
$83.7K - $103K
|
31.4K
$2.86M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 3.74% |
$85.2K - $105K
|
37.1K
$3.37M
|
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.47K- 26.73% |
$86.8K - $107K
|
4.02K
$365K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.52K- 0.73% |
$89.9K - $111K
|
207K
$18.8M
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.6K- 8.96% |
$94.4K - $117K
|
16.2K
$1.47M
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-1.62K- 1.77% |
$95.7K - $118K
|
89.7K
$8.14M
|
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
SELL
|
- |
-1.75K- 11.69% |
$103K - $128K
|
13.2K
$1.2M
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1.8K- 6.91% |
$106K - $131K
|
24.2K
$2.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.8K- 18.51% |
$107K - $132K
|
7.93K
$720K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-1.85K- 17.72% |
$109K - $135K
|
8.59K
$780K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 34.69% |
$111K - $137K
|
3.52K
$320K
|
|
|
May 10, 2022
Q1 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.89K- 0.22% |
$112K - $138K
|
838K
$76.1M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.02K- 11.2% |
$119K - $147K
|
16K
$1.45M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-2.03K- 65.44% |
$120K - $148K
|
1.07K
$97.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-2.09K- 7.06% |
$123K - $152K
|
27.5K
$2.49M
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.1K- 10.6% |
$124K - $153K
|
17.7K
$1.61M
|